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CRM Desk Assistant - Private Bank

Posted 7 February by Next Employment Easy Apply Ended

6 Month Contract to perm

£25K - £30K

City of London

A well-known innovative privately owned bank based in the City of London are looking for at CRM Assistant to join their London Team.

You will sit within the CRM team be a pivotal part of the team, you will be responsible for adding and updating CRM system on an hourly bases, this system is accessed globally.

Your responsibilities:

Responsible for the investor client database (adding and updating contact details and research preferences)

Responsible for the CRM’s team email inbox - respond to requests and queries in a timely and efficient manner

Deal support - work alongside the rest of the team with the preparation of distribution lists working to deadlines

Update the sales "whiteboard" each week showing each sectors’ marketing into priority clients in London

Grant access to investor contacts to research across different platforms and portals

Train new starters on the CRM software and add to relevant research distribution lists

Assisting with ad-hoc requests (printing, binding and running reports for management)

Your profile:

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Required skills

  • Consultants
  • Management
  • Marketing
  • Reports
  • Software

Reference: 34416502

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